Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
42%
OVERLAP
BY WEIGHT
56
# OF OVERLAPPING
HOLDINGS
EQWL
101
HOLDINGS
55%
ALSO IN JEPI
JEPI
130
HOLDINGS
50%
ALSO IN EQWL
SECTOR DRIFT (EQWL minus JEPI)
OVERLAPPING HOLDINGS
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| Company | Weight in EQWL |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
NEXTERA ENERGY GROUP | 1.1% | 1.3% | 1.1% |
|
AMERICAN EXPRESS CO | 1.0% | 1.1% | 1.0% |
|
ABBVIE INC | 1.0% | 1.6% | 1.0% |
|
SOUTHERN CO | 1.0% | 1.5% | 1.0% |
|
MICROSOFT CORP | 1.0% | 1.7% | 1.0% |
EQWL Overweight Relative to JEPI
|
INTEL CORP | 1.4% |
|
TESLA MOTORS INC | 1.2% |
|
INTL BUSINESS MACHINES CORP | 1.1% |
|
GENERAL MOTORS CO | 1.1% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.0% |
|
QUALCOMM INC | 1.0% |
|
CITIGROUP INC | 1.0% |
|
WELLS FARGO & CO | 1.0% |
|
BANK OF NEW YORK MELLON CORP | 1.0% |
|
JPMORGAN CHASE & CO | 1.0% |
EQWL Underweight Relative to JEPI
 |
TRANE TECHNOLOGIES PLC | -1.7% |
|
ANALOG DEVICES INC | -1.6% |
|
EATON CORP PLC | -1.5% |
|
PROGRESSIVE CORP | -1.4% |
|
CME GROUP INC | -1.4% |
|
ROSS STORES INC | -1.3% |
|
YUM! BRANDS INC | -1.3% |
 |
NXP SEMICONDUCTORS NV | -1.3% |
|
ALPHABET INC. CLASS A | -1.2% |
|
STRYKER CORP | -1.2% |